Institutional
CADINHA & CO LLC
CIK 0000923469
$675.2M
Reported AUM
107
Positions
Q2 2026
Period
2026-07-28
Filed
Editorial summary
Summary for CADINHA & CO LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IAU | iShares Gold Trust | $77.30 | 1.66% | 20.15% | 120.21% | $39.0M | 5.78% | — | HELD |
| 2 | GOOGL | Alphabet Inc Cap Stock Cl A | $333.66 | -0.91% | 76.18% | 131.67% | $37.7M | 5.59% | — | HELD |
| 3 | BRK/B | Berkshire Hathaway Inc Cl B | — | — | — | — | $37.7M | 5.58% | — | HELD |
| 4 | COST | Costco Wholesale Corp | $954.17 | -2.04% | 0.49% | 120.47% | $36.2M | 5.37% | — | HELD |
| 5 | NVDA | NVIDIA Corp | $195.04 | 2.65% | 9.52% | 751.61% | $29.0M | 4.29% | — | HELD |
| 6 | GEV | Ge Vernova Inc | $981.98 | 9.07% | 37.44% | 488.18% | $27.3M | 4.04% | — | HELD |
| 7 | JNJ | Johnson & Johnson | $255.82 | -3.66% | 56.99% | 69.37% | $27.0M | 4.00% | — | HELD |
| 8 | JPM | JPMorgan Chase & Co | $350.85 | 1.78% | 21.40% | 144.23% | $26.6M | 3.94% | — | HELD |
| 9 | RTX | RTX CORPORATION COM | $214.38 | -0.40% | 37.56% | 177.98% | $24.4M | 3.61% | — | HELD |
| 10 | CAT | Caterpillar Inc | $809.14 | 3.38% | 84.23% | 304.51% | $23.7M | 3.51% | — | HELD |
| 11 | IVV | iShares S&P 500 Index | $745.20 | 1.65% | 20.00% | 75.17% | $23.1M | 3.42% | — | HELD |
| 12 | MRK | Merck & Co Inc | $129.79 | -0.44% | 66.99% | 96.29% | $21.5M | 3.19% | — | HELD |
| 13 | ISRG | Intuitive Surgical Inc | $352.97 | -0.04% | -26.94% | 0.51% | $20.3M | 3.00% | — | HELD |
| 14 | MSFT | Microsoft Corp | $451.10 | 15.51% | -13.24% | 55.41% | $19.5M | 2.88% | — | HELD |
| 15 | GE | Ge Aerospace Com New | $355.04 | 1.26% | 32.47% | 453.71% | $19.1M | 2.84% | — | HELD |
| 16 | AMZN | Amazon.com Inc | $235.50 | 3.90% | 5.54% | 30.60% | $18.8M | 2.78% | — | HELD |
| 17 | XOM | Exxon Mobil Corp | $156.97 | 0.14% | 47.45% | 240.22% | $18.2M | 2.69% | — | HELD |
| 18 | IXUS | iShares Core MSCI Total Intern | $94.68 | 2.91% | 24.35% | 45.87% | $17.6M | 2.61% | — | HELD |
| 19 | HUBB | Hubbell Inc | $473.69 | 2.76% | 11.36% | 145.18% | $17.4M | 2.58% | — | HELD |
| 20 | WMT | Wal-Mart Stores Inc | $111.10 | -2.73% | 13.75% | 139.00% | $17.0M | 2.52% | — | HELD |
| 21 | DUK | Duke Energy Corp | $126.27 | -2.18% | 5.70% | 44.15% | $17.0M | 2.51% | — | HELD |
| 22 | LLY | Eli Lilly & Co | $1154.97 | -4.55% | 54.61% | 373.33% | $14.2M | 2.10% | — | HELD |
| 23 | MCD | McDonalds Corp | $268.44 | -1.13% | -9.83% | 25.28% | $13.0M | 1.92% | — | HELD |
| 24 | BA | Boeing Co | $220.90 | 3.22% | -0.95% | 0.14% | $9.7M | 1.44% | — | HELD |
| 25 | EWC | iShares MSCI CDA Index | $59.79 | 0.84% | 31.05% | 75.61% | $9.3M | 1.37% | — | HELD |
| 26 | QQQ | Invesco Qqq Tr Unit Ser 1 | — | — | 20.05% | 79.46% | $9.1M | 1.34% | — | HELD |
| 27 | AAPL | Apple Inc | $333.43 | -1.41% | 65.41% | 124.96% | $8.4M | 1.25% | — | HELD |
| 28 | ITA | iShares US Aer Def ETF | $238.13 | 0.79% | 20.83% | 131.18% | $7.9M | 1.17% | — | HELD |
| 29 | AMGN | Amgen Inc | $387.64 | 0.00% | 34.50% | 99.65% | $6.8M | 1.01% | — | HELD |
| 30 | GWW | Grainger W W Inc | $1355.49 | -0.25% | 47.01% | 228.61% | $4.7M | 0.70% | — | HELD |
| 31 | UNP | Union Pacific Corp | $289.46 | -0.93% | — | — | $3.9M | 0.58% | — | HELD |
| 32 | PLTR | Palantir Technologies Inc Cl A | $122.26 | -0.60% | — | — | $3.9M | 0.58% | — | HELD |
| 33 | CVX | Chevron Corp | $192.31 | 0.23% | — | — | $3.0M | 0.45% | — | HELD |
| 34 | META | Meta Platforms Inc. | $539.03 | -7.95% | — | — | $2.9M | 0.44% | — | HELD |
| 35 | CSCO | Cisco Systems Inc | $113.56 | 0.96% | — | — | $2.9M | 0.43% | — | HELD |
| 36 | SPY | STATE STREET SPDR S&P 500 ETF | $741.69 | 1.68% | — | — | $2.8M | 0.42% | — | HELD |
| 37 | ABBV | Abbvie Inc | $257.41 | -2.24% | — | — | $2.8M | 0.41% | — | HELD |
| 38 | APH | Amphenol Corp Cl A | $159.82 | 6.33% | — | — | $2.4M | 0.36% | — | HELD |
| 39 | TLT | iShares Barclays 20 plus Yr | $82.80 | -0.06% | — | — | $2.2M | 0.33% | — | HELD |
| 40 | WMT2 | Wells Fargo & Co | — | — | — | — | $2.0M | 0.29% | — | HELD |
| 41 | GS | Goldman Sachs Group Inc | $1024.86 | 4.50% | — | — | $1.9M | 0.29% | — | HELD |
| 42 | CW | Curtiss Wright Corp | $716.66 | 5.48% | — | — | $1.9M | 0.28% | — | HELD |
| 43 | IJH | iShares S&P Mid Cap 400 | $75.35 | 0.83% | — | — | $1.9M | 0.28% | — | HELD |
| 44 | V | Visa Inc Cl A | $366.27 | -0.67% | — | — | $1.8M | 0.27% | — | HELD |
| 45 | IVW | iShares S&P 500 Growth | $133.33 | 3.13% | — | — | $1.7M | 0.25% | — | HELD |
| 46 | BRK/A | Berkshire Hathaway Inc Cl A | — | — | — | — | $1.5M | 0.22% | — | HELD |
| 47 | VTI | Vanguard Total Stock Mkt | $366.27 | 1.62% | — | — | $1.5M | 0.22% | — | HELD |
| 48 | IJR | iShares S&P Small Cap 600 | $145.50 | 0.82% | — | — | $1.5M | 0.22% | — | HELD |
| 49 | AEM | Agnico Eagle Mines Ltd | $150.75 | 4.38% | — | — | $1.4M | 0.20% | — | HELD |
| 50 | IVE | iShares S&P 500 Value | $232.16 | -0.09% | — | — | $1.3M | 0.20% | — | HELD |
| 51 | WPM | Wheaton Precious Metals Corp | $113.38 | 3.58% | — | — | $1.3M | 0.19% | — | HELD |
| 52 | KO | Coca-Cola Co | $88.49 | -0.66% | — | — | $1.3M | 0.19% | — | HELD |
| 53 | HD | Home Depot Inc | $333.35 | -1.45% | — | — | $1.2M | 0.18% | — | HELD |
| 54 | CSW | Csw Industrials Inc | $313.40 | 14.96% | — | — | $1.2M | 0.18% | — | HELD |
| 55 | IEI | iShares Barclays 3-7 Yr | $116.64 | 0.06% | — | — | $1.2M | 0.17% | — | HELD |
| 56 | INTC | Intel Corp | $91.13 | 11.30% | — | — | $1.2M | 0.17% | — | HELD |
| 57 | CSX | CSX Corp | $50.19 | -1.08% | — | — | $1.1M | 0.16% | — | HELD |
| 58 | AMD | Advanced Micro Devices Inc | $485.39 | 13.00% | — | — | $952K | 0.14% | — | HELD |
| 59 | MA | MasterCard Inc Cl A | $577.35 | 2.49% | — | — | $946K | 0.14% | — | HELD |
| 60 | ABT | Abbott Laboratories | $105.61 | -2.21% | — | — | $895K | 0.13% | — | HELD |
| 61 | XLE | Select Sector SPDR Energy | $58.96 | 0.53% | — | — | $797K | 0.12% | — | HELD |
| 62 | VZ | Verizon Communications Inc | $46.11 | -2.35% | — | — | $782K | 0.12% | — | HELD |
| 63 | DHR | Danaher Corp | $196.17 | -0.16% | — | — | $722K | 0.11% | — | HELD |
| 64 | PG | Procter & Gamble Co | $143.96 | -1.46% | — | — | $658K | 0.10% | — | HELD |
| 65 | PSX | Phillips 66 | $210.60 | 1.83% | — | — | $631K | 0.09% | — | HELD |
| 66 | COP | ConocoPhillips | $119.03 | 0.82% | — | — | $629K | 0.09% | — | HELD |
| 67 | NSC | Norfolk Southern Corp | $333.93 | -0.54% | — | — | $596K | 0.09% | — | HELD |
| 68 | CHKP | Check Point Software Tech Ltd | $128.23 | -8.19% | — | — | $591K | 0.09% | — | HELD |
| 69 | GOVT | iShares US Treas Bond ETF | $22.51 | 0.04% | — | — | $586K | 0.09% | — | HELD |
| 70 | AVGO | Broadcom Inc | $387.84 | 4.73% | — | — | $519K | 0.08% | — | HELD |
| 71 | ITOT | iShares Core S&P Ttl Stock | $162.65 | 1.64% | — | — | $501K | 0.07% | — | HELD |
| 72 | BWXT | Bwx Technologies Inc | $165.59 | 5.18% | — | — | $473K | 0.07% | — | HELD |
| 73 | PEP | PepsiCo Inc | $140.20 | -2.30% | — | — | $433K | 0.06% | — | HELD |
| 74 | ITW | Illinois Tool Works Inc | $283.70 | -2.99% | — | — | $413K | 0.06% | — | HELD |
| 75 | AMAT | Applied Materials Inc | $501.77 | 14.97% | — | — | $399K | 0.06% | — | HELD |
| 76 | FCX | Freeport-Mcmoran Inc Cl B | $63.44 | 5.75% | — | — | $390K | 0.06% | — | HELD |
| 77 | VO | Vanguard Mid Cap ETF | $80.99 | 0.46% | — | — | $371K | 0.05% | — | HELD |
| 78 | IBM | Intl Business Machines | $221.74 | -2.08% | — | — | $365K | 0.05% | — | HELD |
| 79 | CL | Colgate Palmolive Co | $91.60 | -2.02% | — | — | $339K | 0.05% | — | HELD |
| 80 | DIA | STATE STREET SPDR DOW JONES IN | $521.51 | 1.18% | — | — | $337K | 0.05% | — | HELD |
| 81 | GOOG | Alphabet Inc Cap Stock Cl C | $333.68 | -0.62% | — | — | $335K | 0.05% | — | HELD |
| 82 | EMR | Emerson Electric Co | $148.64 | 2.00% | — | — | $332K | 0.05% | — | HELD |
| 83 | PFE | Pfizer Inc | $24.91 | -0.95% | — | — | $303K | 0.04% | — | HELD |
| 84 | NOC | Northrop Grumman Corp | $534.85 | -0.04% | — | — | $296K | 0.04% | — | HELD |
| 85 | SHY | iShares Barclays 1-3 Yr | $82.01 | 0.02% | — | — | $293K | 0.04% | — | HELD |
| 86 | CPF | Central Pac Financial Corp | $39.37 | -0.25% | — | — | $291K | 0.04% | — | HELD |
| 87 | BK | Bank of New York Mellon Corp | — | — | — | — | $289K | 0.04% | — | HELD |
| 88 | SYK | Stryker Corp | $348.04 | -1.20% | — | — | $287K | 0.04% | — | HELD |
| 89 | LII | Lennox Intl Inc | $417.45 | -2.92% | — | — | $281K | 0.04% | — | HELD |
| 90 | AGG | iShares Barclays US Aggreg B | $97.62 | 0.07% | — | — | $278K | 0.04% | — | HELD |
| 91 | BOH | Bank Hawaii Corp | $79.87 | 0.31% | — | — | $276K | 0.04% | — | HELD |
| 92 | VGT | Vanguard Information Technolog | $113.58 | 4.97% | — | — | $273K | 0.04% | — | HELD |
| 93 | SLV | iShares Silver Trust | $53.50 | 3.34% | — | — | $272K | 0.04% | — | HELD |
| 94 | GLD | SPDR Gold Trust | $377.16 | 1.64% | — | — | $269K | 0.04% | — | HELD |
| 95 | HE | Hawaiian Elec Industries | $13.19 | 0.84% | — | — | $268K | 0.04% | — | HELD |
| 96 | MDY | STATE STREET SPDR S&P MIDCAP 4 | $687.19 | 0.89% | — | — | $248K | 0.04% | — | HELD |
| 97 | DE | Deere & Co | $599.47 | -1.88% | — | — | $245K | 0.04% | — | HELD |
| 98 | MKC | McCormick & Co Inc Non Vtg | $50.96 | -1.98% | — | — | $243K | 0.04% | — | HELD |
| 99 | VOO | Vanguard S&P 500 ETF | $681.79 | 1.66% | — | — | $240K | 0.04% | — | HELD |
| 100 | ED | Consolidated Edison Inc | $109.66 | -2.31% | — | — | $238K | 0.04% | — | HELD |
| 101 | TT | Trane Technologies PLC | — | — | — | — | $238K | 0.04% | — | HELD |
| 102 | BAC | Bank of America Corporation | — | — | — | — | $231K | 0.03% | — | HELD |
| 103 | ECL | Ecolab Inc | — | — | — | — | $228K | 0.03% | — | HELD |
| 104 | CLX | Clorox Co | — | — | — | — | $224K | 0.03% | — | HELD |
| 105 | AXP | American Express Co | — | — | — | — | $202K | 0.03% | — | HELD |
| 106 | GD | General Dynamics Corp | — | — | — | — | $201K | 0.03% | — | HELD |
| 107 | NAK | Northern Dynasty Minerals Ltd | — | — | — | — | $192K | 0.03% | — | HELD |
Source: SEC EDGAR · accession 0000923469-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.